Dealer group or financial planning group? A brief technical note

Santacruz, Lujer (2011) Dealer group or financial planning group? A brief technical note. Australasian Accounting Business and Finance Journal, 5 (2). pp. 127-134. ISSN 1834-2000

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This paper examines whether the industry practice of using the term dealer group when referring to a financial planning group contributes to the general perception that financial advisers are not objective when making financial product recommendations. An experimental design carried out through an online survey is used. This is supplemented by a direct comparison survey on the two terminologies. The results provide a case for the industry to adopt a new terminology.

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Item Type: Article (Commonwealth Reporting Category C)
Refereed: Yes
Item Status: Live Archive
Additional Information: Authors co-own copyright. No restrictions on deposit in institutional repository.
Faculty/School / Institute/Centre: Historic - Faculty of Business and Law - School of Accounting, Economics and Finance
Date Deposited: 08 Aug 2011 07:24
Last Modified: 20 Mar 2018 06:18
Uncontrolled Keywords: financial planning
Fields of Research : 15 Commerce, Management, Tourism and Services > 1502 Banking, Finance and Investment > 150203 Financial Institutions (incl. Banking)
Socio-Economic Objective: B Economic Development > 90 Commercial Services and Tourism > 9001 Financial Services > 900199 Financial Services not elsewhere classified

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